Filed May 20, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,621 | $39,162+187.6% | $100,671+11.9% | $59,632+88.9% |
| Participation rate | 70.1% | 55.9%+14.3pp | 70.7%-0.6pp | 68.7%+1.5pp |
| Annual return | 1.86% | 21.07%-19.2pp | 20.43%-18.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,917 | $1,151+66.6% | $4,012-52.2% | $2,203-13.0% |
| Participant deferral / active EE | $3,238 | $1,992+62.6% | $3,144+3.0% | $3,192+1.5% |
| Admin fee / account holder | $11,683 | $2,969+293.4% | $4,850+140.9% | $4,297+171.9% |